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HR

Healthcare Realty Trust Incorporated

Delisted

HR was delisted on the 20th of July, 2022.

240 hedge funds and large institutions have $3.58B invested in Healthcare Realty Trust Incorporated in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

761% more call options, than puts

Call options by funds: $603K | Put options by funds: $70K

19% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 75

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

4% more capital invested

Capital invested by funds: $3.44B → $3.58B (+$134M)

1% less funds holding

Funds holding: 242240 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
240
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
5.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
89
Reduced
75
Closed
25
Calls
$603K
Puts
$70K
Net Calls
+$533K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
Advisor Group
Arizona
$40K +$1.22K +41 +3%
TSW
202
Thompson Siegel & Walmsley
Virginia
$32K
AOWM
203
Alpha Omega Wealth Management
Virginia
$29K
JFA
204
JNBA Financial Advisors
Minnesota
$29K +$29.9K +1,000 New
WT
205
Whittier Trust
California
$27K
FHA
206
First Horizon Advisors
Tennessee
$27K +$2.54K +85 +10%
SWP
207
Stratos Wealth Partners
Ohio
$26K +$26.9K +900 New
JA
208
JOYN Advisors
Georgia
$25K +$9.88K +331 +63%
Simplex Trading
209
Simplex Trading
Illinois
$24K +$24.7K +826 New
DSC
210
Duncker Streett & Co
Missouri
$22K +$179 +6 +0.8%
SSB
211
Sandy Spring Bank
Maryland
$20K
QCIG
212
Quad-Cities Investment Group
Iowa
$19K +$90 +3 +0.5%
DWM
213
Destination Wealth Management
California
$15K +$14.9K +500 New
PA
214
Parallel Advisors
California
$14K +$30 +1 +0.2%
BWM
215
BerganKDV Wealth Management
Minnesota
$13K +$119 +4 +0.9%
HWA
216
Heritage Wealth Advisors
Virginia
$13K +$13.4K +450 New
FHA
217
Flagship Harbor Advisors
Massachusetts
$12K -$6.15K -206 -33%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$11K
TFS
219
TrustCore Financial Services
Tennessee
$10K
GAM
220
Gemmer Asset Management
California
$8K
QCG
221
Quadrant Capital Group
Ohio
$8K
AF
222
Allworth Financial
California
$7K
OIA
223
Optimum Investment Advisors
Illinois
$7K
S
224
SignatureFD
Georgia
$7K +$30 +1 +0.4%
RFA
225
Reilly Financial Advisors
California
$6K

HR Hedge Fund Activity: Q3 2018 in Review

240 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty Trust Incorporated (HR) for Q3 2018, worth a combined $3.58B — up 3.9% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HR positions and 25 closed out — a net gain of 1 holder — while 89 added to existing stakes and 75 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $66.3M. The largest seller was NN Investment Partners Holdings, cutting an estimated $34.2M.

  • 240 institutional investors held Healthcare Realty Trust Incorporated (HR) as of Q3 2018, down from 242 in Q2 2018.
  • Funds reported $3.58B of Healthcare Realty Trust Incorporated stock for Q3 2018, up 3.9% quarter-over-quarter.
  • 26 funds opened new Healthcare Realty Trust Incorporated positions in Q3 2018 and 25 closed out, a net change of +1 holder.
  • The largest Healthcare Realty Trust Incorporated buyer in Q3 2018 was Victory Capital Management, an estimated $66.3M added.
  • The largest Healthcare Realty Trust Incorporated seller in Q3 2018 was NN Investment Partners Holdings, an estimated $34.2M sold.

Based on aggregated 13F filings for Q3 2018.